Nerd's Eye View

JULY 24, 2025

Looking back across the decades, the foundational elements of financial planning have remained surprisingly consistent – from discovery meetings to financial plan presentations – as advisors have striven to help people make sense of their financial lives.

Financial Planning

Wealth Management

AUGUST 13, 2025

Dollenmeyer, Megan Vandermeer Aug 13, 2025 9 Min Read Business Planning Related Topics Client Relations Growth Strategies Professional Development Diversity & Inclusion Recent in Business Planning See All Businessman hand holding magnet and magnetizing avatars. Below, we’ve highlighted 10 key takeaways, plus a bit of commentary.

Taxes

The Big Picture

MAY 29, 2025

RWM works with clients by constructing a long-term financial plan, marrying it to an appropriate level of risk in a broadly diversified portfolio built around a core index, and then applying the best technology we can find to generate net after-tax returns with modest risk and volatility. . ~~~ Do you need help with your assets?

Portfolio

Nerd's Eye View

NOVEMBER 19, 2024

So, whether you're interested in learning about building a profitable hyperfocused practice, implementing a marketing approach that reaches a firm's ideal target client, or adding value for clients by offering advanced tax planning, then we hope you enjoy this episode of the Financial Advisor Success Podcast, with Anjali Jariwala.

Clients

Nerd's Eye View

JULY 4, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Congress has passed highly anticipated tax legislation, making 'permanent' (i.e.,

Financial Planner

Nerd's Eye View

APRIL 8, 2025

Welcome to the 432nd episode of the Financial Advisor Success Podcast! Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households.

Financial Planning

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo Wisconsin-based Resonant Capital and QBCo will share clients across wealth and tax in an increasingly popular service model. based QBCo Advisory.

Accounting

Nerd's Eye View

NOVEMBER 28, 2024

Still others may choose a hybrid model, combining AUM fees with additional charges for other services like tax planning. Pricing the impact of financial planning can be challenging, because many of its benefits – like peace of mind – are intangible, compelling in value but difficult to match with an exact price.

Clients

Abnormal Returns

NOVEMBER 6, 2024

podcasts.apple.com) Taxes A year-end tax planning checklist. kindnessfp.com) How to think about taxes in early retirement. greatergood.berkeley.edu) The laws of financial health are pretty simple. marknewfield.substack.com) How to look for holes in your financial plan.

Estate Planning

Wealth Management

AUGUST 13, 2025

Dollenmeyer, Megan Vandermeer Aug 13, 2025 9 Min Read Business Planning Related Topics Client Relations Growth Strategies Professional Development Diversity & Inclusion Recent in Business Planning See All Businessman hand holding magnet and magnetizing avatars. And that’s regardless of what tax policy throws at us.

Estate Planning

Wealth Management

AUGUST 12, 2025

Unlike outright gifts, these loans must be documented and comply with Internal Revenue Service rules, but they allow clients to provide financial assistance without relinquishing control or incurring unintended gift tax consequences. May be forgiven incrementally over time to leverage annual gift tax exclusions.

Planning

Clever Girl Finance

DECEMBER 23, 2024

Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. Plan for taxes ahead of time 4.

Budgeting

MainStreet Financial Planning

NOVEMBER 8, 2024

As December unfolds, it’s easy to overlook year-end tax planning amid the holiday hustle. However, dedicating a few moments now can lead to significant savings come tax season. To help you retain more of your hard-earned money and reduce your tax liability, consider these five strategic moves before the year concludes.

Taxes

Wealth Management

JULY 2, 2025

As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually.

Financial Advisor

Wealth Management

AUGUST 6, 2025

Several stock holdings in these ETFs received a substantial tax savings boost from the recently passed One Big Beautiful Bill Act. The bill creates permanent tax incentives in the areas of capital asset depreciation and expensing of domestic R&D costs. Related: 11 Investment Must Reads for This Week (Aug.

Taxes

Nerd's Eye View

APRIL 9, 2025

It's natural for advisors to begin discovery meetings by asking questions about a client's current financial situation – understanding cash flow, debt, investments, risk tolerance, or even the burning tax concern that brought them to the advisor's door in the first place is crucial for financial planning.

Clients

WiserAdvisor

JUNE 4, 2025

The financial planning industry is constantly undergoing change. Financial advisors should take these factors into account to ensure their clients receive the right experience. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year.

Financial Planning

Nerd's Eye View

NOVEMBER 27, 2024

Advisors may also introduce tax-advantaged approaches that add value in multiple ways – for example, helping grandparents set up donor-advised funds that support future generations while creating tax benefits. Read More.

Clients

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B In 2023, he launched his own firm, Park Hill Financial Planning and Investment Management. “I Resonant Capital Merges with Tax, Accounting Firm QBCo Brennan’s experience is indicative of many young advisors working in the RIA space. " Brennan’s response?

Estate Planning

Nerd's Eye View

AUGUST 7, 2025

One core strategy is to simplify wherever possible – reducing discretionary spending, trimming financial commitments, increasing liquidity, and revisiting allocation choices with a focus on flexibility rather than long-term growth.

Clients

Wealth Management

JULY 17, 2025

based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. In these cases, the RIA will agree to non-solicitation agreements regarding tax clients, but a revenue-sharing model for the wealth management services. Conversely, tax firm Wright Ford Young & Co.

Wealth Management

Carson Wealth

JUNE 27, 2025

What Is Financial Planning and Why Does It Matter in a Crisis? Financial planning begins with a thorough analysis of your short- and long-term financial situation, including all sources of income, your current spending patterns and debt, and your plans for the future. Tax planning.

Financial Planning

Nerd's Eye View

JUNE 23, 2025

Given how little time prospects spend evaluating their options, it's crucial to understand why people hire financial advisors and to communicate how their services address those drivers as clearly and effectively as possible. These motivators fall into three categories: emotional, financial, and situational ("other").

Communication

Nerd's Eye View

AUGUST 11, 2025

In this article, Mark Tenenbaum, Kitces.com's Director of Advisor Research, explores findings from the latest Kitces Research study on advisor productivity, "How Financial Planners Actually Do Financial Planning". These two inefficiencies take shape in distinct but compounding ways.

Financial Planner

Yardley Wealth Management

NOVEMBER 12, 2024

The post Securing Your Legacy: Financial Planning Tips for Your Children’s Future appeared first on Yardley Wealth Management, LLC. Securing Your Legacy: Financial Planning Tips for Your Children’s Future Introduction As parents, one of our greatest goals is to ensure our children’s future financial well-being.

Financial Planning

International College of Financial Planning

MARCH 12, 2025

Understand taxes: Capital gains, dividend taxes, and exit loads can eat into your returnsplan accordingly. Final Thoughts: The Path to Financial Security Starts Today Smart financial planning isnt about giving up the things you enjoyits about making informed decisions that align with your goals.

Financial Planning

Dear Mr. Market

DECEMBER 31, 2024

Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. Optimize Tax Strategies Its not what you makeits what you keep. But not this year.

Budgeting

Yardley Wealth Management

JANUARY 21, 2025

The post Is Talking to a Financial Planner Worth It? Exploring the Benefits of Financial Planning appeared first on Yardley Wealth Management, LLC. Is Talking to a Financial Planner Worth It? Exploring the Benefits of Professional Financial Advice Introduction “Is talking to a financial planner worth it?”

Financial Planner

Nerd's Eye View

JULY 11, 2025

Also in industry news this week: A recent survey finds that (unsolicited) client referrals are the top source of new clients for advisors this year, while networking, client appreciation events, and educational events have also proven to be fruitful for some advisors A survey suggests that some advisors might be underestimating their clients' interest (..)

Financial Planner

Dear Mr. Market

AUGUST 14, 2025

Each letter became a conversation point for one of the six key areas of financial planning every person should be thinking about — no matter their age or stage of life. These are the pillars that determine whether your financial plan can withstand market volatility, economic uncertainty, and life’s inevitable curveballs.

Financial Planning

Wealth Management

AUGUST 5, 2025

The aspiration is to bring together a client’s disparate accounts, goals, tax realities and family dynamics into a cohesive, personalized investment solution. When combined with personalized and rudimentary tax management, the transition from product-centric SMAs to client-centric UMAs was underway. Yet progress here remains slow.

Wealth Management

Wealth Management

AUGUST 8, 2025

He began at Deloitte’s individual tax practice, honing his skills in tax and estate planning strategies. Later, at Wachovia Bank (now Wells Fargo), Jordan helped build the Executive Financial Planning practice. Jordan’s career path showcases his leadership and commitment to client service.

Estate Planning

Wealth Management

AUGUST 1, 2025

The deal includes Family Wealth Tax Advisory, an affiliated tax practice that will be integrated into Mercer’s tax planning services. “We Raymond James Practice Mercer Advisors Lands $1.2B based wealth management firm with $1.2 billion in client assets across about 200 families.

Estate Planning

Wealth Management

AUGUST 12, 2025

Peter Aloisi August 12, 2025 4 Min Read Andrew Harnik/Getty Images News/Getty Images For many investors, the phrase "alternative minimum tax" tends to raise eyebrows or trigger confusion, if not concern. According to the Tax Policy Center, AMT filings fell from over 5 million in 2017 to just 200,000 in 2018.

Marketing

Wealth Management

JULY 30, 2025

Anthony Venette , Manager, Valuation Services , Withum July 30, 2025 5 Min Read The passage of recent tax legislation has brought welcome clarity to estate planners and private investors alike. Despite accounting for the majority of most GPs’ compensation, carried interest (carry) is often overlooked in estate planning conversations.

Estate Planning

Wealth Management

JUNE 26, 2025

Attorney’s Office said he failed to report the fraud proceeds on his personal income tax returns, which generated a tax loss of about $3 million. Today’s sentencing shows how seriously the courts take federal tax crimes.” "We and Mr. Mason respect and appreciate the court’s judgment yesterday," said Michael J.

Clients

Workable Wealth

OCTOBER 14, 2020

Financial planning can take your money game up a notch by bringing clarity, strategy, and intention to your financial life. A healthy financial plan gives you the tools to take control of your finances and start living your life with passion, purpose, and freedom. So what’s the value of a financial plan?

Financial Planning